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George D
Series 63, Series 65
Perrysburg, OH
Bollin Wealth Management, LLC
George Damasco Jr. is a financial advisor with Bollin Wealth Management, LLC in Perrysburg, OH, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He spent 30 years with MPM Wealth Advisors, Inc. prior to joining his current firm. Outside of advising, he holds a 25% ownership stake in Fort to Port Pizza. Bollin Wealth Management provides investment supervisory services and comprehensive financial planning for individuals, high-net-worth clients, trusts and estates, and corporate pension and profit-sharing plans. The firm’s investment strategy focuses on Modern Portfolio Theory, utilizing asset-class allocations to mutual funds and ETFs to identify efficient frontiers, with client accounts managed on a non-discretionary basis and monitored continuously.
Phillip B
CFP®, Series 66
Perrysburg, OH
Bollin Wealth Management, LLC
Phillip Bollin is a CFP® professional with 24 years of industry experience. He is the founding advisor at Bollin Wealth Management, LLC, where he has worked since 2009, following prior roles at Mpm Wealth Advisors and UBS Financial Services. Outside of financial advisory, he is a co-owner of Two Titans Properties, LLC, a commercial real estate business. Bollin Wealth Management provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and corporate pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach focusing on asset-class allocations to mutual funds and ETFs, managing accounts mostly on a non-discretionary basis without taking custody of client assets.
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